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Mercer Global Advisors Inc. CRD 147363
$84.4B regulatory AUM 87 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-30 |
Branch Locations
222 E Carrillo Street #400, Santa Barbara, CA 93101 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Young Life Lake Champion | Glen Spey | NY | 06/2016 | 12/2019 |
| Liberty University | Lynchburg | VA | 09/2014 | 05/2019 |
| Unemployed | Pleasanton | CA | 01/2020 | 05/2020 |
| Lpl Financial, Llc | Pleasanton | CA | 05/2020 | 12/2022 |
| Mercer Global Advisors Inc. | Santa Barbara | CA | 01/2024 | Present |
| Vista Del Monte Retirement Community | Pleasanton | CA | 11/2022 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-05 |
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